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Please Note: The Draw Method (how the screen is spatially organized) for a new Screen Group defaults to Top Left Horizontal.  In this Draw Method, Screen Groups cannot be customized.

Please review the Customizing Screen Groups section of this document for an exact explanation on how to customize Screen Groups.

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For more information on Item Categories, please see our Items Manual.

Creating a Category Button

To create a Category button:

1) Select Add Button.

2) Select Category as the Button Type (Set to Category by default).

3) Select the Category for which you’d like to create a button.

 

4) This button will link to a screen that automatically displays all Items within the Item Category. 

Please Note: It is not necessary to create a Screen Group that includes an individual button for each Appetizer Item, the system does this for you as a result of the Category button.


5) If necessary, the order in which the Items within a Category display on screen can be adjusted through the Item Category setup/edit form.
Option 1

Select the Item and use the Move Up and Move Down buttons to arrange the display order.


Option 2
Check the Always Alphabetize Items check box. If checked, the Items will be listed in alphabetical order on the POS screen.Image Modified

Item Button

 

Users can use the Item Button to link a POS button to an individual Item, such as Potato Skins. Some Clubs find it useful to add buttons for frequently ordered Items, such as Diet Coke on their home screens. For more information on Items, please see our Items Manual.
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Creating an Item Button

 To create a button for an individual Item:1) Select Add Button.Image Modified
 2) Select Item as the Button Type.Image Modified
 3) Select the Item for which you’d like to create a button.Image Modified

Modifier Button

 Modifier buttons provide the wait staff with quick access to frequently used Modifiers.  For example, you might place the As a Meal button on your home screen.  Please note: Most Items have forced Modifiers attached to their setup. However, this option gives users the ability to add frequently used Modifiers that would not typically be attached to an Item.  For more information on Item Modifiers, please see our Item Modifier Controls Manual.

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Creating a Modifier Button

To create a button for an individual Modifier: 1) Select Add Button.Image Added
2) Select Modifier as the Button Type.Image Added 
 3) Select the Modifier for which you’d like to create a button.Image Added
4) Now at the POS, this button can be used as a Modifier on currently ordered Items.

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Modifier Group Button

 A Modifier Group Button provides the wait staff quick access to frequently used Modifier Groups. Modifier Groups represent a collection of Modifiers nested under a single entity.  For example, you might use this to place a button on your home screen that links to a list of General Modifiers such as No Salt, Split Item, or Bring Two Plates. For more information on creating Modifier Groups, please see our Item Modifier Controls Manual. 

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Creating a Modifier Group Button

 

To create a button for a Modifier Group:

1) Select Add Button.

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 2) Select Modifier Group as the Button Type.

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3) Select the Modifier Group for which you’d like to create a button.

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4) Now, when selected at the POS, this button will take the user to a list of Modifiers within the Modifier Group, that can then be used on currently ordered Items.

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Best Practices

System Tools provide an extremely useful toolbox to assist your Management and/or Leads with functions and reporting beyond the normal scope of base level POS usage.  Ensure your Management/Lead team is familiar with the functions described within this guide to promote elevated Member and Guest experience, staff guidance and system troubleshooting as required.

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A: Yes.  In addition to the Allow System Tools security role, a separate role, Allow Item Management, is available to differentiate those who have the ability to access System Tools with those who have the ability to edit items within the Items tab of System Tools.  By disabling the Allow Items Management role, users who may have access to other System Tools will be unable to make edits to Items within the toolset. 

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